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USCA RIA’s Stanley Black & Decker SWK Stock Holding History

USCA RIA’s Portfolio SWK Stock Details SWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$3.39M Buy
16,524
+139
+0.8% +$28.8K 0.21% 140
2021
Q1 		$3.27M Buy
+16,385
New +$2.97M 0.22% 135
2019
Q1 		– Sell
-25,742
Closed -$3.08M – 459
2018
Q4 		$3.08M Buy
25,742
+6,369
+33% +$795K 0.41% 76
2018
Q3 		$2.84M Buy
19,373
+1,643
+9% +$234K 0.29% 111
2018
Q2 		$2.35M Buy
+17,730
New +$2.55M 0.25% 128
2017
Q4 		– Sell
-20,042
Closed -$2.82M – 452
2017
Q3 		$2.82M Hold
20,042
– – 0.37% 81
2017
Q2 		$2.82M Buy
20,042
+3,245
+19% +$445K 0.36% 82
2017
Q1 		$2.23M Buy
16,797
+1,572
+10% +$197K 0.33% 90
2016
Q4 		$1.75M Buy
15,225
+656
+5% +$78.2K 0.27% 117
2016
Q3 		$1.79M Buy
14,569
+1,864
+15% +$225K 0.3% 104
2016
Q2 		$1.41M Sell
12,705
-3,833
-23% -$426K 0.24% 127
2016
Q1 		$1.74M Buy
16,538
+13,011
+369% +$1.26M 0.32% 85
2015
Q4 		$376K Buy
3,527
+827
+31% +$87.2K 0.08% 241
2015
Q3 		$262K Buy
2,700
+375
+16% +$38.6K 0.07% 284
2015
Q2 		$245K Sell
2,325
-11,175
-83% -$1.14M 0.07% 290
2015
Q1 		$1.29M Buy
+13,500
New +$1.29M 0.34% 79

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

USCA RIA's SWK Position: Q2 2021 in Review

USCA RIA increased its Stanley Black & Decker (SWK) stake by 0.85% in Q2 2021, buying an estimated $28.8K and bringing the position to 16,524 shares worth $3.39M. The position accounts for 0.21% of the portfolio, ranked #140.

USCA RIA first reported a position in SWK in Q1 2015 and has held it in 16 quarters since. 923 funds tracked by Wall St. Rank hold SWK as of Q2 2021.

  • USCA RIA held 16,524 shares of Stanley Black & Decker worth $3.39M as of Q2 2021.
  • USCA RIA bought 139 Stanley Black & Decker shares in Q2 2021, an estimated $28.8K.
  • Stanley Black & Decker made up 0.21% of USCA RIA's portfolio in Q2 2021, its #140 holding.
  • USCA RIA first reported a position in Stanley Black & Decker in Q1 2015 and has held it in 16 quarters since.
  • 923 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.